How to include a policy in the Policy Library

November 05, 2019 09:22

This article covers the following topics:

About Policy Library

NB: Policy library must be enabled for your company, if this is not the case, please contact your Account Manager or Support.

Policy Library can be viewed only by Employees and will not be available when logged into the portal as a Manager.

This section comprises all the policies that have been included in the Policy Library, and will be available at any time to the Employees.

Select Policy Manager from the sidebar
Add a new policy (to know more about how to add a new policy, read here).
Upload the policy document (to know more about how to upload a document to a new policy, read here LINK)
Enable the Include in Policy Library toggle switch ()
The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
Your policy is now included in the Policy Library and will be marked as Included in the Policy Library () in the policy manager overview

Select Policy Manager from the sidebar and select the policy you want to make available in the policy library
Enable the Include in Policy Library toggle switch ()
The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
Your policy is now included in the Policy Library and will be marked as Included in the Policy Library () in the policy manager overview

Select Policy Manager from the sidebar
Select the policy you want to remove from the policy library
Disable the Include in Policy Library toggle switch ()
The changes will be automatically saved and you will notice the message Changes saved successfully at the bottom right of your page
Your policy has now been removed from the Policy Library